| From the Magazine: Fee-Only Fiduciaries |
| Compliance with the BIC exemption will be challenging for advisers charging commissions, but the final DOL fiduciary rule included a streamlined, less burdensome version of the exemption if the adviser is a “level fee fiduciary.”
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| Institutional Investors Catch the Eye of Alternative Managers |
| Nearly one-third of asset managers cite the institutional channel as being their most important target for alternative investment expansion.
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| DOL Hosting Fiduciary Responsibilities Seminars in July and August |
| The “Getting It Right – Know Your Fiduciary Responsibilities” seminar series from the Department of Labor aims to increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan.
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| Employer Financial Education Results in Success |
| Employees with access to financial and retirement education have less stress, more savings and more confidence than those without access, a Ramsey Solutions survey found.
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